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EA Bridgeway Omni Small-Cap Value ETF

94 hedge funds and large institutions have $1.3B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 9394 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.7% less ownership

Funds ownership: 97.57%94.88% (-2.7%)

11% less capital invested

Capital invested by funds: $1.46B → $1.3B (-$159M)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
7
Increased
28
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$728K
FT
52
Fiduciary Trust
Massachusetts
$638K -$70.1K -3,338 -9%
Creative Planning
53
Creative Planning
Kansas
$630K
HighTower Advisors
54
HighTower Advisors
Illinois
$611K -$31.3K -1,493 -5%
JP Morgan Chase
55
JP Morgan Chase
New York
$557K -$1.43M -67,897 -70%
LWM
56
LJI Wealth Management
Indiana
$556K -$7.43K -354 -1%
SWA
57
Sax Wealth Advisors
New Jersey
$519K
VWA
58
Visionary Wealth Advisors
Illinois
$482K
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$470K +$71.9K +3,428 +17%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$425K +$256K +12,193 +126%
NA
61
NewEdge Advisors
Louisiana
$400K +$35.7K +1,700 +9%
SWP
62
Stratos Wealth Partners
Ohio
$367K -$57.3K -2,730 -13%
TIAM2
63
Tru Independence Asset Management 2
Oregon
$361K
CCWM
64
Cassaday & Co Wealth Management
Virginia
$339K
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$328K
DFC
66
DBK Financial Counsel
Ohio
$295K
BCWM
67
Bartlett & Co Wealth Management
Ohio
$281K
Morgan Stanley
68
Morgan Stanley
New York
$263K -$546 -26 -0.2%
Wells Fargo
69
Wells Fargo
California
$262K +$177K +8,445 +168%
MML Investors Services
70
MML Investors Services
Massachusetts
$259K -$399 -19 -0.1%
PL
71
Plancorp LLC
Missouri
$249K
ACM
72
Andina Capital Management
Utah
$246K
PAG
73
Private Advisor Group
New Jersey
$243K
BP
74
BWM Planning
Texas
$237K
SG
75
StoneX Group
New York
$224K +$242K +11,529 New

BSVO Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2025, worth a combined $1.3B — down 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSVO positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $14.4M. The largest seller was Hill Investment Group Partners, cutting an estimated $24M.

  • 94 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2025, up from 93 in Q4 2024.
  • Funds reported $1.3B of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Advisor Solutions, an estimated $14.4M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q1 2025 was Hill Investment Group Partners, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2025.